Account Type******* *******Account Owner****** *******Account Opps/Deals***** *******Closed Won • Feb 25**K $Closed
******** *******Worked in execs roles at *** together from 2021-2024***** ***Worked in the same department at *** together from 2021-2024
Bloomfield Hills AdvisoryCo-founder, Wealth AdvisorJan 24 - PresentSageview Advisory GroupWealth AdvisorOct 21- Jan 24Michigan Schools And Government Credit UnionConsumer Lending ConsultantMay 08- Apr 15
Nicholas PowellChief Financial OfficerView Profile, Nicholas PowellPam KingpetcharatChief Financial OfficerView Profile, Pam KingpetcharatWill MoneymakerCFO COOView Profile, Will Moneymaker